Overview of Audit Information
After login, Clinical Systems Audit opens to the Audit view for managers
and delegates. It can be accessed from other views in CSA by clicking
the Audit option on the menu. The Audit view in includes two sections,
designated with blue headings.
The top section displays your audit statistics:
Company: The site of your audit responsibilities
End date: Clinical Systems Audit must be completed; after this
date, the application becomes read only
Audit Status: Not Started, In Progress, or Completed on mm/dd/yyyy;
if you are delegated for an audit after you have completed your original
reviews, the status resets to In Progress, and an automatic email
notification is sent to you
Reports with Clinical Access: The number of employees who report
directly to you, and have clinical access that you must audit annually
Delegates Received: The number of employees delegated to you
by other managers
Audits Completed: The number of employees you have completed
audits on, including your direct reports as well as employees delegated
to you
The bottom section displays a list of employees you are responsible
for auditing, including your direct reports and those assigned to you
by other managers. The list includes only those employees who have access
to audited systems. Employee data, including company, department, and management structure,
is extracted from the Oracle Unified Directory (OUD). Please see your
Human Resources generalist to correct any errors.
For employees with multiple roles and/or managers, the associated manager
is determined by the number of hours worked. This eliminates the possibility
of a direct report being audited more than once per year. If an employee
you're auditing has authorizations associated with a different manager,
consult the other manager(s) to be sure that appropriate access is retained
or removed for each job role.
By default, this list displays 10 entries, sorted alphabetically by
last name. Employees you've been delegated to review are flagged with 
. Holding the mouse pointer over
displays the name of the employee's manager and the date of delegation.
For employees you have delegated to another manager, holding the mouse
pointer over the Delegated entry
in the Audit Status column displays the name of the delegated manager
and the date and time of delegation. The
content of the list is indicated in the bottom-left of the section, as
Showing a to b
of total number entries—for example, Showing 1 to 10 of
12 entries. If you have more employees than the number of entries shown,
you'll have more than one page of reports. The page on display is highlighted
in blue in the bottom-right of the section.
To change the number of employees displayed in the list, click
to select an option from the Show __ entries drop-down list: 10, 25,
50, or 100.
If you have more that one page of reports, to display
other pages, click Previous, the page number, or Next in the bottom
left of the section.
To sort the list by a different parameter, click the heading for a column.
To change the sort order, click 
or 
.